For most of us, investing in our future is a lot like maintaining a healthy diet: we know we should do it and it certainly benefits us long-term, however most of us have room for improvement! Well, much like a personal nutritionist, Charles Schwab‘s investment professionals provide the personalized help to you need to make smart and healthy decisions with your money.

We recently sat down with Jim Gallagher, Manager of the Jacksonville Branch of Charles Schwab, to learn more about the company and how they can help you.

I see you’re located in the St. Johns Town Center. How long has your branch been open? We’ve been in the Town Center for almost three years – the branch opened in December 2011. Through my conversations with clients, I’ve seen first-hand how important it is for people to have local access to actionable investing help and guidance that makes sense for their specific financial goals. Schwab has been an advocate for the individual investor since its founding, and our branch is proud to play that role in Jacksonville.